The Bridgeport Firemen's SICK and Death Benefit Association, Inc.'s EIN is 06-0794308.
Download the official 2024 Form 5500 (PDF) for The Bridgeport Firemen's SICK and Death Benefit Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONECO ADVISORS, LLC | 46-3758971 | FAIRFIELD, CT | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALSH & DICKINSON | 82-3222207 | SHELTON, CT | INDEPENDANT ACCOUNTANT | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Core S&P 500 | Common Collective Trusts | — | $91K | $258K | 11.0% | |
| iShares Russell Top 200 Growth ETF | Other securities | — | $222K | $239K | 10.2% | |
| Home Depot Inc. | Common Stocks | — | $58K | $145K | 6.1% | |
| SPX Corp. | Common Stocks | — | $31K | $129K | 5.5% | |
| Microsoft Corp. | Common Stocks | — | $44K | $113K | 4.8% | |
| Invesco QQQ Trust | Mutual Funds | — | $27K | $105K | 4.4% | |
| Equinix Inc. | Common Stocks | — | $29K | $82K | 3.5% | |
| JPMorgan Chase & Company | Common Stocks | — | $21K | $67K | 2.9% | |
| Cummins Inc. | Common Stocks | — | $24K | $63K | 2.7% | |
| McDonalds Corp. | Common Stocks | — | $24K | $62K | 2.7% | |
| Amgen Inc. | Common Stocks | — | $30K | $62K | 2.6% | |
| KKR & Co. | Common Stocks | — | $9K | $58K | 2.5% | |
| General Electric Company | Common Stocks | — | $50K | $56K | 2.4% | |
| Micron Technology, Inc. | Common Stocks | — | $47K | $52K | 2.2% | |
| Johnson & Johnson | Other securities | — | $34K | $52K | 2.2% | |
| Motorola, Inc. | Common Stocks | — | $46K | $51K | 2.2% | |
| iShares iBonds Dec 2025 Term Corporate ETF | Other securities | — | $49K | $50K | 2.1% | |
| Shopify Inc. Class A | Common Stocks | — | $18K | $48K | 2.0% | |
| Mastec Inc. | Common Stocks | — | $36K | $47K | 2.0% | |
| Merck & Company Inc. | Common Stocks | — | $27K | $46K | 2.0% | |
| Devon Energy Corp. | Common Stocks | — | $35K | $45K | 1.9% | |
| Pepsico Inc. | Common Stocks | — | $29K | $40K | 1.7% | |
| The Charles Schwab Corporation | Mutual Funds | — | $27K | $39K | 1.7% | |
| Constellation Brands Inc. | Common Stocks | — | $25K | $37K | 1.6% | |
| Taiwan Semiconductor Manufacturing Co. Ltd. | Common Stocks | — | $12K | $33K | 1.4% | |
| Invesco Small Cap Value Fund Class Y | Mutual Funds | — | $34K | $30K | 1.3% | |
| NXP Semiconductors N. V. | Other securities | — | $29K | $29K | 1.2% | |
| General Electric Employee Federal Credit Union | Other securities | — | $28K | $28K | 1.2% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | $20K | $28K | 1.2% | |
| Raytheon Technologies Corporation | Common Stocks | — | $12K | $26K | 1.1% | |
| Columbia Small Cap Growth Fund Institutional | Other securities | — | $33K | $26K | 1.1% | |
| Value Line Mid Cap Focused Fund Institutional | Other securities | — | $27K | $26K | 1.1% | |
| Coterra Energy Inc. | Common Stocks | — | $20K | $23K | 1.0% | |
| VanEck Uranium and Nuclear ETF | Other securities | — | $26K | $22K | 0.9% | |
| Vertiv Holdings LLC | Common Stocks | — | $21K | $22K | 0.9% | |
| US Bank National Association | Other securities | — | $21K | $21K | 0.9% | |
| DraftKings Inc. | Common Stocks | — | $23K | $17K | 0.7% | |
| Organon & Co. | Common Stocks | — | $2K | $953 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KARDAN ACTUARIAL SERVICES, LLC | 22-3477324 | CRANFORD, NJ | ACTUARY | $6K | — |
